Civic Intelligence

Wake Forest University Health Sciences

990 • Fiscal year 2017 • EIN 22-3849199

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization Profilewakehealth.edu

View Organization Page

Medical Center BlvdWinstonSalem, NC 27157

(336) 716-4445

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.61x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.80x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Net Margin

30th percentile

3.0%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$2,297,481

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • 501(c)3 • $1B+ nonprofits • Source year 2017

Asset Growth

20th percentile

2.4%

Faster asset growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$1,331,187,161

Up $31,714,115 (+2.4%) from 2016

Net Assets

Up

$524,566,785

Up $40,649,335 (+8.4%) from 2016

Liabilities

Down

$806,620,376

Down $8,935,220 (-1.1%) from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin30th percentile

Revenue

Up

$1,004,765,981

Up $134,260,970 (+15%) from 2016

Expenses

Up

$974,549,320

Up $89,086,930 (+10%) from 2016

Net Income

Up

$30,216,661

Up $45,174,040 (+302%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0B$4.0B$2.0B$0Assets 2010: $982,135,270Liabilities 2010: $534,554,145Net Assets 2010: $447,581,1252010Assets 2011: $1,084,323,226Liabilities 2011: $545,355,496Net Assets 2011: $538,967,7302011Assets 2012: $1,084,249,448Liabilities 2012: $562,643,761Net Assets 2012: $521,605,6872012Assets 2013: $1,044,242,886Liabilities 2013: $538,820,342Net Assets 2013: $505,422,5442013Assets 2014: $1,242,666,097Liabilities 2014: $766,484,531Net Assets 2014: $476,181,5662014Assets 2015: $1,262,229,986Liabilities 2015: $765,013,635Net Assets 2015: $497,216,3512015Assets 2016: $1,299,473,046Liabilities 2016: $815,555,596Net Assets 2016: $483,917,4502016Assets 2017: $1,331,187,161Liabilities 2017: $806,620,376Net Assets 2017: $524,566,7852017Assets 2018: $1,417,037,950Liabilities 2018: $854,923,264Net Assets 2018: $562,114,6862018Assets 2019: $1,435,646,931Liabilities 2019: $871,479,427Net Assets 2019: $564,167,5042019Assets 2020: $1,634,362,996Liabilities 2020: $1,080,096,441Net Assets 2020: $554,266,5552020Assets 2021: $4,063,609,787Liabilities 2021: $3,120,675,433Net Assets 2021: $942,934,3542021Assets 2022: $1,941,039,363Liabilities 2022: $1,110,751,546Net Assets 2022: $830,287,8172022Assets 2023: $2,098,996,618Liabilities 2023: $1,115,264,668Net Assets 2023: $983,731,9502023Assets 2024: $2,186,649,419Liabilities 2024: $1,165,536,588Net Assets 2024: $1,021,112,8312024

Highlighted filing

2017

Assets$1,331,187,161
Liabilities$806,620,376
Net Assets$524,566,785
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0B$1.5B$1.0B$500M$0-$500MExpenses 2010: $746,022,7082010Expenses 2011: $739,374,2902011Expenses 2012: $706,023,5902012Expenses 2013: $735,623,5862013Revenue 2014: $815,060,976Expenses 2014: $865,232,909Net Income 2014: -$50,171,9332014Revenue 2015: $787,843,120Expenses 2015: $759,870,455Net Income 2015: $27,972,6652015Revenue 2016: $870,505,011Expenses 2016: $885,462,390Net Income 2016: -$14,957,3792016Revenue 2017: $1,004,765,981Expenses 2017: $974,549,320Net Income 2017: $30,216,6612017Revenue 2018: $960,431,388Expenses 2018: $975,971,480Net Income 2018: -$15,540,0922018Revenue 2019: $1,047,919,534Expenses 2019: $1,075,819,896Net Income 2019: -$27,900,3622019Revenue 2020: $1,070,156,873Expenses 2020: $1,105,965,785Net Income 2020: -$35,808,9122020Revenue 2021: $629,827,374Expenses 2021: $633,532,610Net Income 2021: -$3,705,2362021Revenue 2022: $1,216,917,552Expenses 2022: $1,358,890,515Net Income 2022: -$141,972,9632022Revenue 2023: $1,642,738,661Expenses 2023: $1,535,945,189Net Income 2023: $106,793,4722023Revenue 2024: $1,713,703,683Expenses 2024: $1,611,375,512Net Income 2024: $102,328,1712024

Highlighted filing

2017

Revenue$1,004,765,981
Expenses$974,549,320
Net Income$30,216,661
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$1,004,933,837
Mission and Program Overview

Mission

The organization is part of wake forest baptist medical center, a preeminent, internationally recognized academic medical center of the highest quality with balanced excellence in patient care, research and education. Our mission is to improve the health of our region, state and nation by: generating and translating knowledge to prevent, diagnose and treat disease; training leaders in health care and biomedical science; and serving as the premier health system in our region, with specific centers of excellence recognized as national and international care destinations.

Improving the health of our region, state, and nation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$518,571,905$541,615,132▲ $23,043,227
Land, Buildings, and Equipment, Net$299,240,614$336,388,436▲ $37,147,822
Accounts Receivable$129,300,371$178,177,822▲ $48,877,451
Investments Program Related$48,843,728$49,258,643▲ $414,915
Pledges and Grants Receivable$43,420,896$37,721,600▼ $5,699,296
Investments in Publicly Traded Securities$109,991,958$30,707,773▼ $79,284,185
Prepaid Expenses and Deferred Charges$524,388$13,057,474▲ $12,533,086
Savings and Temporary Cash Investments$26,698,299$12,761,220▼ $13,937,079
Intangible Assets$2,000,000$2,000,000→ $0
Other Notes and Loans Receivable, Net$715,994$618,969▼ $97,025
Inventories for Sale or Use$67,323$284,290▲ $216,967
Cash and Non-Interest-Bearing Accounts-$-2-
Total Assets$1,299,473,046$1,331,187,161▲ $31,714,115
Other Assets Total$120,097,570$128,595,804▲ $8,498,234
Liabilities
Accounts Payable and Accrued Expenses$419,864,607$393,344,404▼ $26,520,203
Tax Exempt Bond Liabilities$167,191,769$160,478,557▼ $6,713,212
Other Liabilities$116,365,669$109,080,191▼ $7,285,478
Deferred Revenue$86,968,712$80,399,221▼ $6,569,491
Mortgage Notes Payable Secured by Investment Property$25,164,839$63,318,003▲ $38,153,164
Total Liabilities$815,555,596$806,620,376▼ $8,935,220
Net Assets / Fund Balance
Unrestricted Net Assets$260,701,213$295,512,809▲ $34,811,596
Permanently Rstr Net Assets$162,491,198$168,269,394▲ $5,778,196
Temporarily Rstr Net Assets$60,725,039$60,784,582▲ $59,543
Total Net Assets Fund Balance$483,917,450$524,566,785▲ $40,649,335
Total Liabilities and Net Assets / Fund Balance$1,299,473,046$1,331,187,161▲ $31,714,115

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$166,598,869$265,898,339$432,497,208
Equipment$61,803,179$153,016,743$214,819,922
Land$76,572,191-$76,572,191
Leasehold Improvements$16,566,775$9,778,907$26,345,682
Other Land Buildings$14,847,422$3,933,027$18,780,449
Other Assets Org$48,471,327--
Other Securities$3,734,652--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$454,890,306$18,965,580▲ $31,457,259-$485,586,506
2015$454,412,242$21,183,187▼ $1,149,360-$454,890,306
2014$434,292,937$31,275,281▲ $7,099,062-$454,412,242
2013$401,275,256$10,671,481▲ $36,510,163-$434,292,937
2012$384,485,637$6,615,075▲ $27,297,037-$401,275,256
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John D McConnell MDDirector & CEO [to 4-26-17]PT$1,026,651$1,270,830$2,297,481
Anthony Atala MDDepartment ChairFT$622,929$577,092$1,200,021
Neal Kon MDDepartment ChairFT$916,197$258,210$1,174,407
Edward Abraham MDDean, WFU School of MedicinePT$581,304$532,534$1,113,838
Edward Kincaid MDAssociate ProfessorFT$817,017$252,056$1,069,073
Charles Branch Jr MDDepartment ChairFT$766,240$272,770$1,039,010
John Li MDAssociate ProfessorFT$548,993$487,714$1,036,707
Kevin P High MDEVP HS Affairs-$585,172$419,506$1,004,678
Eric Tomlinson DSC PHDCf Innov Ofr & Pres WFIQPT$404,785$506,636$911,421
Russell M Howerton MDFormer OfficerPT$520,490$355,204$875,694
Terry L Hales JrAssistant TreasurerPT$367,182$222,328$589,510
Norman D Potter JrVP, Cf Philanthropy Ofr [to 2-28-17]PT$313,307$214,408$527,715
K Barbara Carbone MDFormer Officer-$395,567$395,689$395,689
Lisa M WyattFormer Officer-$104,500$104,622$104,622

Board Members and Trustees

NameTitle
Donald E FlowChair of Board
Nathan O Hatch PhDDirector & President of WF
Andrew J SchindlerVice Chairman
Ann S HanesDirector
Bobby R BurchfieldDirector
Brenda K ClineDirector
Cathy Wall Thomas MDDirector
David W DupreeDirector
Donna A Boswell PhDDirector
Gerald F RoachDirector
Graham F BennettDirector
H Lawrence Culp JrDirector
J Andrews Hancock IIIDirector
James J MarinoDirector
James R Helvey IIIDirector
James T Williams JrDirector
John M VannDirector
Kathleen B French MDDirector
Matthew A KingDirector
Julie Ann Freischlag MDDirector & CEO [eff 4-27-17]
Anita M conradAssistant Secretary
Robert Gfeller JrEVP Ext Relations, Cf Mktg Ofr
Terry G WilliamsEVP, Cf Strategy Ofr
Chad A EckesEVP, CFO, Asst Treas [to 6-11-17]
Cheryl E H LockeFormer Officer
Joanne C RuhlandFormer Officer
J Reid MorganSecretary & General Counse
Bradley A ClarkTreasurer
Lilicia BaileyVP Cf Human Rsrc Ofr [eff 9-12-16]
Steven BloomVP Cf Human Rsrc Ofr [to 9-11-16]
Karen H HueyVP Facilities
Deette M EmonVP, Cf Information Ofr

Highest Paid Contractors

ContractorServicesLocationCompensation
MedData IncCoding & Billing Srvs.6880 W Snowville Road, Brecksville, OH 44141$4,466,896
Cassidy Turley Fiduciary IncReal Estate Consult.550 S Tryon Street, Charlotte, NC 28202$4,059,346
Anthelio Healthcare Solutions IncCoding & Billing Srvs.5400 LBJ Freeway Ste 200, Dallas, TX 75240$2,979,025
University of PittsburghResearchPO Box 371220, Pittsburgh, PA 15251-7220$2,725,892
Navigant Consulting IncRevenue Cycle Consult.30 S Wacker Drive, Chicago, IL 60606$2,615,152
Revenue and Support

Revenue Composition

Contributions and Grants
$209,062,530
Program Service Revenue
$745,525,369
Investment Income
$40,734,082
Other Revenue
$9,444,000
All Other Contributions
$41,095,552
Change in Net Assets
$30,216,661

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded70$4,138,926fair market value
Real Estate Residential3$819,679Fair Market Value
Clothing and Household Goods-$67,691fair market value
Books and Publications-$36,341fair market value
Works of Art15$12,600fair market value
Collectibles8$6,043Fair Market Value
Food Inventory19$3,969Fair Market Value
Other Non Cash Contri Table13$3,110fair market value
Cars and Other Vehicles1$700fair market value
Total Noncash Contributions129$5,089,059-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$669,118,283
Other Expenses$254,936,043
Grants and Similar Amounts Paid$50,397,249
Total Fundraising Expense$3,714,502
Professional Fundraising Fees$97,745

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$498,647,218$5,318,228$2,532,490$506,497,936
Other Employee Benefits$88,598,366$944,929$449,966$89,993,261
Fees for Services Other$59,712,422$11,779,995-$71,492,417
Occupancy$40,329,285$2,186,193$183,606$42,699,084
Grants to Domestic Orgs$34,128,409--$34,128,409
Depreciation Depletion$29,708,664$2,021,192-$31,729,856
Pension Plan Contributions$28,903,164$308,261$146,791$29,358,216
Payroll Taxes$24,574,291$262,092$124,806$24,961,189
Office Expenses$19,089,512$3,433,204-$22,522,716
Other Expenses$22,037,265$0$0$22,037,265
Current Officers, Directors, Trustees, and Key Employees$18,023,912$192,231$91,538$18,307,681
Grants to Domestic Individuals$16,268,840--$16,268,840
Interest$8,595,716$702,982-$9,298,698
Travel$8,730,086$473,246$39,745$9,243,077
Fees for Services Legal$2,409,093$3,502,791-$5,911,884
Conferences and Meetings$4,668,060$253,049$21,252$4,942,361
Information Technology$2,445,032$132,542$11,131$2,588,705
Fees for Service Investment Mgmnt Fees$1,648,974$89,389$7,507$1,745,870
Advertising$1,585,416$85,942$7,218$1,678,576
Royalties$1,159,519--$1,159,519
Fees for Services Accounting$29,106$351,083-$380,189
Fees for Services Lobbying$282,856--$282,856
Insurance$155,231$8,415$707$164,353
Fees for Services Management$133,136--$133,136
Fees for Services Professional Fundraising--$97,745$97,745
Total Functional Expenses$938,789,054$32,045,764$3,714,502$974,549,320
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winston-Salem FoundationWinstonSalem, NC501(c)(3)Community Support$134,333
USA Cycling Inc DBA Winston-Salem CyclingColorado Springs, CO501(c)(3)Supporting local administration of community cycling event$100,000
National Academy of SciencesWashington, DC501(c)(3)Supporting programs for recognition and promotion of outstanding science$50,000
Piedmont Triad PartnershipHigh Point, NC501(c)(3)Supporting economic growth & development in the Triad$50,000
Senior Services IncwinstonSalem, NC501(c)(3)Supporting program providing services to senior adults$50,000
Davie County Economic DevelopmentMocksville, NC501(c)(3)Supporting Healthcare Development$45,000
Winston-salem Symphony AssociationWinstonSalem, NC501(c)(3)Community Support$40,000
Catawba Medical FoundationHickory, NC501(c)(3)supporting catawba county medical center facilities$33,439
American Heart AssociationGreensboro, NC501(c)(3)Supporting cardiovascular research and programs$32,500
NC Business Leaders for EducationCary, NC501(c)(3)Community Support$25,000
NC Triad Komen Affiliate of Susan G Komen FndWinstonSalem, NC501(c)(3)Supporting breast cancer research$25,000
Winston-Salem Police FoundationWinstonSalem, NC501(c)(3)Community Support$25,000
Winston-Salem Business incWinstonSalem, NC501(c)(3)Community Support$22,000
Ronald McDonald HouseWinstonSalem, NC501(c)(3)Supporting program for children receiving medical care$16,000
ABC of NC Child DevelopmentWinstonSalem, NC501(c)(3)Supporting programs for disabled children$10,000
Cancer Services IncWinstonSalem, NC501(c)(3)Supporting programs to educate/ enhance life for cancer patients$10,000
Community Care Center for Forsyth CtyWinstonSalem, NC501(c)(3)Supporting program to provide free medical/dental care$10,000
Health Foundation IncNorth Wilkesboro, NC501(c)(3)Supporting health in our community$10,000
Hospital Hospitality House of Winston-Salem dba SECU Family HouseWinstonSalem, NC501(c)(3)supporting program providing affordable lodging to patients$10,000
March of DimesWinstonSalem, NC501(c)(3)Supporting research and programs to end infant mortality and birth defects$10,000
SciWorksWinstonSalem, NC501(c)(3)Educational and Scientific Support$10,000
The Women's Fund of Winston SalemWinstonSalem, NC501(c)(3)Supporting & Empowering women in the community$10,000
ALS Association NC ChapterRaleigh, NC501(c)(3)Supporting programs to treat and cure ALS through global research and nation$7,500
University Of North Carolina at GreensboroGreensboro, NC501(c)(3)Supporting school of nursing program$7,500
NC Stroke AssociationWinstonSalem, NC501(c)(3)Supporting program to reduce the incidence and impact of stroke$6,000

International Summary

Offices
0
Employees
1
Spending
$239,511

International Compliance

Activity in boycott countries
Yes
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland & Greenland) - Albania, Andorra, Austria, BelgiumProgram ServicesSubcontract for Research Grants00$238,511
East Asia & the PacificProgram ServicesIndependent Contractor for Consulting Services - Using models to measure educ01$1,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$173,169
Fundraising Direct Expenses$167,856
Professional Fundraising Fees$97,745

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Winterlark$410,218$67,952$20,506$47,446
BCH Radiothon$150,305$-892$1,884$-2,776
Total Events$666,632$173,169$167,856$5,313
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PLI Reserve$46,931,670
Retirement$35,636,738
Other Liabilities & Deferrals$10,770,662
Intercompany Payable$7,747,286
Bond Swap Valuation$4,383,317
Annuities Payable$3,610,518

Bond Issues

BondIssuerIssuedIssue PricePurpose
BNorth Carolina Medical Care Commission2012-11-15$129,019,661Refund Issue Dated 10/16/2008
ANorth Carolina Medical Care Commission2012-11-15$59,045,000Refund Issue Dated 10/16/2008

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$129,019,661$129,019,093$14,190,000$568
A$59,045,000$59,028,937$8,690,000$16,063

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 2

“Chad Eckes and Terry Williams, both officers of the filing organization, were board members of MedCost Benefit Services.”

Form 990, Part VI, Section A, line 3

“Effective July 1, 2010, the governing boards of four North Carolina nonprofit corporations (Wake Forest University, North Carolina Baptist Hospital, Wake Forest University Health Sciences, and Wake Forest University Baptist Medical Center) entered into an agreement (the "Medical Center Integration Agreement or "MCIA") under which the operation of each of North Carolina Baptist Hospital ("NCBH") and Wake Forest University Health Sciences ("WFUHS") was delegated to Wake Forest University Baptist Medical Center ("WFUBMC"). WFUHS is a wholly-controlled subsidiary entity of Wake Forest University ("WFU"). WFUBMC is a membership nonprofit corporation whose two equal members are NCBH (which entity is unrelated to WFUHS and WFU) and WFU. The goal is consolidation of management in WFUBMC of the various academic medical center operations, subject to substantial reserved powers in each of the constituent members' (or in WFUHS') boards. The MCIA was amended and restated on July 1, 2015. During calendar year 2016, Wake Forest University Health Sciences paid $193,076.56 to Foundation Work, Inc. for services provided by Steven C. Bloom as Wake Forest Baptist Medical Center's interim chief human resources officer and as vice president and chief human resources officer for the period May 2016 to August 2016.”

Form 990, Part VI, Section A, line 4

“Effective October 28, 2016 the bylaws of the filing organization were amended to state that the conveyance or encumbrance of real estate will be made in accordance with the Medical Center Board Signature Authority Policy as approved by the filing organization's Board.”

Form 990, Part VI, Section A, line 6

“Wake Forest University is the sole member of the filing organization.”

Form 990, Part VI, Section A, line 7A

“The Directors of the filing organization are elected by the Board of Trustees of its sole member, Wake Forest University.”

Form 990, Part VI, Section A, line 7B

“Decisions of the filing organization's governing body which require approval by the organization's sole member, Wake Forest University, include amendments to certain fundamental documents (Articles of Incorporation and Bylaws); academic appointment of faculty, grant of tenure and dismissal; and dissolution. The disposition of certain real property of the filing organization is subject to the approval of the chair and vice chair of the board of WFUBMC.”

Form 990, Part VI, Section B, line 11B

“THE FILING ORGANIZATION'S BOARD OF DIRECTORS RECEIVEs a COPy OF THE FORM 990 WITH SUFFICIENT TIME TO PERMIT REVIEW, COMMENT, AND QUESTIONS PRIOR TO ITS FILING. THE AUDIT AND COMPLIANCE COMMITTEE OF THE GOVERNING BOARD OF the filing organization REVIEWs IN ADDITIONAL DETAIL THE FILING ORGANIZATION'S FORM 990 WITH THE ORGANIZATION'S CHIEF FINANCIAL OFFICER AND/OR HIS DESIGNEE, WHO ANSWER QUESTIONS AND ADDRESS CONCERNS RAISED BY SUCH COMMITTEE MEMBERS OR BY OTHER FILING ORGANIZATION DIRECTORS. IF MODIFICATIONS ARE REQUIRED FOLLOWING SUCH REVIEW AND COMMENT, THE REVISED FORM 990 IS REDISTRIBUTED TO ALL DIRECTORS PRIOR TO ITS FILING WITH THE IRS, ALONG WITH A REPORT NOTING THE MODIFICATIONS.”

Form 990, Part VI, Section B, line 12C

“The organization requires officers and key employees to annually review the Conflict of Interest Policy and determine any potential conflicts of interest. Any potential conflicts noted in the questionnaire are reviewed by a standing committee for appropriate resolution. All members of the Board of Directors are required to determine and report annually, and as they arise, any potential conflicts of interest to the Secretary of the Board of Directors. The resolution of potential and actual conflicts is subject to the approval of the Chair of the Board and is reported to the Chair of the Audit & Compliance Committee of the Board of Directors.”

Form 990, Part VI, Section B, line 15

“The Governance and Compensation Committee of Wake Forest University Baptist Medical Center ("WFUBMC") Functions AS THE COMPENSATION COMMITTEE OF That organization's BOARD OF DIRECTORS AND PURSUANT TO A DELEGATION BY the filing organization, Reviewed AND Approved THE APPOINTMENT AND COMPENSATION OF THE SENIOR EXECUTIVES OF THE FILING ORGANIZATION. NO MEMBER OF THE WFUBMC Governance and compensation COMMITTEE IS AN EMPLOYEE OF THE MEDICAL CENTER or of the filing organization. THE Governance and compensation COMMITTEE RELIES UPON AN EXTERNAL, INDEPENDENT COMPENSATION CONSULTANT EXPERIENCED IN HEALTHCARE TO PROVIDE THE COMMITTEE WITH COMPENSATION COMPARABILITY DATA FOR NEW EXECUTIVE POSITION APPOINTMENTS AND FOR COMPENSATION REVIEWS FOR EXISTING EXECUTIVES and for most of the filing organization's officers. THE CONSULTANT, WHICH IS RETAINED DIRECTLY BY THE Governance and Compensation COMMITTEE, PROVIDES THIRD-PARTY INFORMATION AND EVALUATES THE COMPETITIVENESS AND REASONABLENESS OF EXECUTIVE COMPENSATION AND BENEFITS PROGRAMS IN RELATION TO MARKET PRACTICES FOR SIMILARLY-SITUATED NONPROFIT HEALTHCARE ORGANIZATIONS. THE COMMITTEE MAKES ITS DECISIONS WITH RESPECT TO EXECUTIVE COMPENSATION IN ACCORDANCE WITH THE FILING ORGANIZATION'S policies, IRS REGULATIONS, AND STANDARD CORPORATE GOVERNANCE PRACTICES. SUCH POLICIES INCLUDE ADHERENCE TO: BOARD-ESTABLISHED EXECUTIVE COMPENSATION PHILOSOPHY AND REVIEW PROCESSES; PROCESSES ENSURING Governance and Compensation COMMITTEE MEMBER AND COMPENSATION CONSULTANT INDEPENDENCE; USE OF VALID MARKET COMPARISONS OF DATA FROM PEER ACADEMIC MEDICAL CENTERS OF SIMILAR ORGANIZATIONAL STRUCTURE, SIZE, AND COMPLEXITY; CAREFUL DOCUMENTATION OF ALL COMPENSATION DECISIONS; AND ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS, PER IRS GUIDELINES. MINUTES OF THE DELIBERATIONS OF THE Governance and Compensation COMMITTEE ARE CONTEMPORANEOUSLY MAINTAINED AND THAT COMPARABILITY DATA IS MAINTAINED IN THE MEDICAL CENTER'S OFFICE OF EXECUTIVE COMPENSATION SERVICES. IN THE EVENT THAT A MEMBER OF THE Governance and Compensation COMMITTEE HAS A CONFLICT OF INTEREST RELATED TO EXECUTIVE APPOINTMENT OR COMPENSATION, THAT MEMBER DOES NOT PARTICIPATE IN THE DELIBERATION OR APPROVAL OF APPOINTMENT OR COMPENSATION AND SUCH ABSTENTION IS NOTED IN THE COMMITTEE'S MEETING MINUTES. (note that three of the filing organization's officers are compensated by a related organization (Wake Forest University) of the filing organization, and their compensation is reviewed and approved in accordance with the organization's similar procedures.)”

Form 990, Part VI, Section C, line 19

“The organization's Articles of Incorporation are available to the public on request and are available on the website of the North Carolina Secretary of State. The organization's bylaws are not published, but provisions from the bylaws are included as necessary in the organization's policies, and are attached to the Form 1023 filed for the organization with the IRS, which is publicly available. The conflict of interest policy and financial statements are not available to the public.”

PART VII, SECTION A, COLUMN B - Hours

“Donald e flow filing org 4.0 related org 9.0 donna a boswell phd filing org 2.0 related org 19.0 james r helvey iii filing org 2.0 related org 10.6 james j marino filing org 2.0 related org 8.0 james t williams, jr. Filing org 2.0 related org 1.0 gerald f. Roach filing org 2.0 related org 6.0 bobby r. Burchfield filing org 2.0 related org 6.0 kathleen b. French, md filing org 2.0 related org 3.0 matthew a. King filing org 2.0 related org 6.0 nathan o hatch phd filing org 3.0 related org 37.0 john d mcconnell md filing org 8.8 related org 9.9 unrelated org 21.3 ann s. Hanes filing org 2.0 brenda k. Cline filing org 2.0 andrew j schindler filing org 3.0 related org 8.6 david w. Dupree filing org 2.0 related org 7.0 lawrence culp filing org 2.0 related org 3.6 cathy wall thomas, md filing org 2.0 related org 4.0 john m. Vann filing org 2.0 related org 3.0 graham f. Bennett filing org 2.0 j. Andrews hancock filing org 2.0 edward abraham md filing org 29.9 related org 5.1 unrelated org 5.0 j. Reid morgan filing org 8.0 related org 32.0 anita m. Conrad filing org 12.0 related org 28.0 terry l. Hales jr. Filing org 14.6 related org 9.2 unrelated org 16.2 julie a. Frieschlag, m.d. Filing org 16.0 related org 7.5 unrelated org 16.5 norman d. Potter, jr. Filing org 15.0 related org 5.0 unrelated org 20.0 karen h. Huey filing org 11.0 related org 5.0 unrelated org 24.0 eric tomlinson dsc, phd filing org 5.0 related org 29.8 unrelated org 5.2 terry g. Williams filing org 1.3 related org 8.0 unrelated org 30.7 chad a. Eckes filing org 5.0 related org 5.5 unrelated org 29.5 kevin p. High, md filing org 0.1 related org 10.5 unrelated org 29.4 deette m. Emon filing org 5.0 related org 5.0 unrelated org 30.0 steven bloom filing org 15.0 related org 5.0 unrelated org 20.0 robert gfeller filing org 5.0 related org 15.0 unrelated org 20.0 bradley a. Clark filing org 6.7 related org 7.6 unrelated org 25.7 neal kon md filing org 40.0 anthony atala, md filing org 40.0 edward kincaid md filing org 40.0 john li, md filing org 40.0 charles branch jr md filing org 40.0 russell m. Howerton md filing org 14.7 unrelated org 25.3 joanne c. Ruhland filing org 15.0 related org 5.0 unrelated org 20.0 cheryl e. H. Locke filing org 2.4 related org 5.0 unrelated org 32.6 lilicia bailey filing org 2.4 related org 5.0 unrelated org 32.6 north carolina baptist hospital is an unrelated organization to the filing organization and the information concerning hours devoted to it are not required to be reported, but are included because of the structure of wake forest university baptist medical center, of which the filing organization and north carolina baptist hospital are principal parts. In general, the corporate officers of the medical center also serve as the corporate officers of north carolina baptist hospital and wake forest university health sciences.”

Filing and Contact Details

Filer

Filer Name
Wake Forest University Health Sciences
EIN
22-3849199
Phone
3367164445
Address
Medical Center Blvd, WinstonSalem, NC 27157

Signing Officer

Name
Bradley A Clark
Title
Evp-CFO
Phone
3367164445
Signed
2018-05-14
Discuss with paid preparer
No

Organization Details

Principal Officer
Julie Ann Freischlag MD
Formed
2001
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
18
Employees
2,302
Volunteers
1,953

Preparer

Firm
Kpmg Llp
Address
300 North Greene Street, Greensboro, NC 27401
Phone
3362753394
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Equity method affiliates -44,771. Actuarial Gain 4,029,767.”

Financial Statement Notes

Part V, Line 4:

“The organization's endowment funds are to support scholarships, instruction, research, libraries, academic support, operational and other general support.”

Part X, Line 2:

“The organization HAS evaluated uncertain tax positions FOR ITS FISCAL YEARS ENDED JUNE 30, 2017 AND 2016, INCLUDING A quantification of tax risk in areas such as unrelated business taxable income and the taxation of ITS joint ventures. This evaluation did not have a material effect on the Organization's FINANCIAL statements for the years ended June 30, 2017 and 2016.”

Raw XML AppendixShowing 400 of 2,322 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt9662475
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt21179169
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt24119381
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2688059
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt27111994
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt28170369
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt29231334
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30186831
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt31108015
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt33144136
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3477288
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3524137
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3641517
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt37376947
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3945719
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt41177305
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt43101973
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4485064
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt45122
IRS990/Form990PartVIISectionAGrp/PersonNm0Donald E Flow
IRS990/Form990PartVIISectionAGrp/PersonNm1Donna A Boswell PhD
IRS990/Form990PartVIISectionAGrp/PersonNm2James R Helvey III
IRS990/Form990PartVIISectionAGrp/PersonNm3James J Marino
IRS990/Form990PartVIISectionAGrp/PersonNm4James T Williams Jr
IRS990/Form990PartVIISectionAGrp/PersonNm5Gerald F Roach
IRS990/Form990PartVIISectionAGrp/PersonNm6Bobby R Burchfield
IRS990/Form990PartVIISectionAGrp/PersonNm7Kathleen B French MD
IRS990/Form990PartVIISectionAGrp/PersonNm8Matthew A King
IRS990/Form990PartVIISectionAGrp/PersonNm9Nathan O Hatch PhD
IRS990/Form990PartVIISectionAGrp/PersonNm10John D McConnell MD
IRS990/Form990PartVIISectionAGrp/PersonNm11Ann S Hanes
IRS990/Form990PartVIISectionAGrp/PersonNm12Andrew J Schindler
IRS990/Form990PartVIISectionAGrp/PersonNm13David W Dupree
IRS990/Form990PartVIISectionAGrp/PersonNm14John M Vann
IRS990/Form990PartVIISectionAGrp/PersonNm15Graham F Bennett
IRS990/Form990PartVIISectionAGrp/PersonNm16J Andrews Hancock III
IRS990/Form990PartVIISectionAGrp/PersonNm17Brenda K Cline
IRS990/Form990PartVIISectionAGrp/PersonNm18Julie Ann Freischlag MD
IRS990/Form990PartVIISectionAGrp/PersonNm19H Lawrence Culp Jr
IRS990/Form990PartVIISectionAGrp/PersonNm20Cathy Wall Thomas MD
IRS990/Form990PartVIISectionAGrp/PersonNm21Edward Abraham MD
IRS990/Form990PartVIISectionAGrp/PersonNm22J Reid Morgan
IRS990/Form990PartVIISectionAGrp/PersonNm23Anita M conrad
IRS990/Form990PartVIISectionAGrp/PersonNm24Terry L Hales Jr
IRS990/Form990PartVIISectionAGrp/PersonNm25Norman D Potter Jr
IRS990/Form990PartVIISectionAGrp/PersonNm26Karen H Huey
IRS990/Form990PartVIISectionAGrp/PersonNm27Eric Tomlinson DSC PHD
IRS990/Form990PartVIISectionAGrp/PersonNm28Terry G Williams
IRS990/Form990PartVIISectionAGrp/PersonNm29Chad A Eckes
IRS990/Form990PartVIISectionAGrp/PersonNm30Kevin P High MD
IRS990/Form990PartVIISectionAGrp/PersonNm31Deette M Emon
IRS990/Form990PartVIISectionAGrp/PersonNm32Steven Bloom
IRS990/Form990PartVIISectionAGrp/PersonNm33Robert Gfeller Jr
IRS990/Form990PartVIISectionAGrp/PersonNm34Bradley A Clark
IRS990/Form990PartVIISectionAGrp/PersonNm35Lilicia Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm36Neal Kon MD
IRS990/Form990PartVIISectionAGrp/PersonNm37Anthony Atala MD
IRS990/Form990PartVIISectionAGrp/PersonNm38Edward Kincaid MD
IRS990/Form990PartVIISectionAGrp/PersonNm39John Li MD
IRS990/Form990PartVIISectionAGrp/PersonNm40Charles Branch Jr MD
IRS990/Form990PartVIISectionAGrp/PersonNm41Russell M Howerton MD
IRS990/Form990PartVIISectionAGrp/PersonNm42Lisa M Wyatt
IRS990/Form990PartVIISectionAGrp/PersonNm43Cheryl E H Locke
IRS990/Form990PartVIISectionAGrp/PersonNm44Joanne C Ruhland
IRS990/Form990PartVIISectionAGrp/PersonNm45K Barbara Carbone MD
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,331,187,161
Liabilities
$806,620,376
Net assets
$524,566,785
Revenue
$1,004,765,981
Expenses
$974,549,320
Net income
$30,216,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,187$1,166$1,021$1,714$1,611$102
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,099$1,115$984$1,643$1,536$107
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,941$1,111$830$1,217$1,359$142
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4,064$3,121$943$630$634$3.71
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,634$1,080$554$1,070$1,106$35.8
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,436$871$564$1,048$1,076$27.9
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,417$855$562$960$976$15.5
2017Detailed filing. Detailed filing data is available for this year.$1,331$807$525$1,005$975$30.2
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,299$816$484$871$885$15.0
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,262$765$497$788$760$28.0
2014Detailed filing. Detailed filing data is available for this year.$1,243$766$476$815$865$50.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,044$539$505$736
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,084$563$522$706
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1,084$545$539$739
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$982$535$448$746
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1B+ nonprofits